IWM
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IMG Wealth Management’s Caterpillar CAT Stock Holding History

IMG Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$196K Buy
506
+28
+6% +$10.9K 0.15% 82
2025
Q1 		$158K Hold
478
– – 0.14% 80
2024
Q4 		$173K Buy
+478
New +$173K 0.16% 75